Daniel Aaron Niemeyer
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Daniel Aaron Niemeyer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Gallagher Financial ServicesJul 2022 to now
- Johnson and Stern Tax SolutionsJan 2021 to now
- Lendsmart MortgageSep 2020 to now
- Vector MarketingMar 2016 to now
- Commonwealth Financial NetworkJul 2022 to Oct 2025
- J Mar ConstructionApr 2020 to Sep 2020
- Marine Credit UnionJan 2020 to Apr 2020
- Best BuyJun 2018 to Dec 2019
- University of Wisconsin La CrosseJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7611421
- Firm CRD
- 23131